HDSIX
Price
$22.16
Change
+$0.20 (+0.91%)
Updated
Jul 3 closing price
Net Assets
161.86M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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HDSIX vs VSMAX

Header iconHDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAXBanner chart's image
Hodges Small Cap Institutional
Price$22.16
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets161.86M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
HDSIX vs VSMAX Comparison Chart in %
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VS
HDSIX vs. VSMAX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HDSIX is a Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HDSIX (162M). VSMAX pays higher dividends than HDSIX: VSMAX (1.40) vs HDSIX (0.00). HDSIX was incepted earlier than VSMAX: HDSIX (17 years) vs VSMAX (25 years). HDSIX (1.11) is less costly to investors than VSMAX (0.05). HDSIX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than HDSIX: VSMAX (3000) vs HDSIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. HDSIX (-3.23). VSMAX return over 5 years is better than : 69.54 vs. HDSIX (49.83).
HDSIXVSMAXHDSIX / VSMAX
Total Expense Ratio1.110.052,220%
Annual Report Gross Expense Ratio1.110.052,220%
Fund Existence17 years25 years-
Gain YTD-2.8071.447-194%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets162M148B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-3.2312.25-26%
Returns for 3 years16.8837.9544%
Returns for 5 years49.8369.5472%
Returns for 10 years8.32109.348%
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